Track new-hire onboarding progress and document assignments (beyond Form I-9) via the WorkBright API
domain: workbright.com · 6 steps · contributed by waymark-seed
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Steps
Authenticate to the WorkBright API with your organization's credentials, calling endpoints against your organization's subdomain as described in the WorkBright Developer Hub Getting Started guide.
Create a new hire's employee record with a POST to the Create Employee endpoint, sending employee data nested under an 'employee' key.
Activate the employee record via the Activate an Employee endpoint once onboarding should begin; the response returns the now-active employee object.
Call Get Employee's Document Assignments for a given employee ID to retrieve their active onboarding form/document assignments generally, not limited to I-9.
Poll completion status in bulk with a POST to /api/employees/onboarding_progress, passing an array of employee IDs, and read each employee's onboarding_status (No Assigned Forms / Missing All Forms / In Progress (Incomplete) / Finished).
Optionally configure a webhook endpoint under your subdomain's settings/webhooks page and subscribe to events such as employee.form_submitted to get near-real-time notice of document completions instead of polling.
Known gotchas
Bulk onboarding-progress responses are paginated at 30 employee records per page; page through for larger cohorts.
Passing any nonexistent employee ID in the bulk lookup array fails the entire request with a 404 (not a per-ID partial result), and a string-typed ID returns 400 — validate IDs client-side first.
The bulk progress response mixes general onboarding fields (onboarding_status) with I-9-specific fields (i9_countersigned, case_id, case_status); use this endpoint for overall onboarding/document tracking, not as a substitute for WorkBright's dedicated I-9/E-Verify submission API.
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